电动摩托车和踏板车市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024年，全球电动摩托车和踏板车市场规模达364亿美元，预计到2034年将以12.1%的复合年增长率成长，达到1106亿美元。受政府政策、大量基础设施投资以及日益增长的环保出行需求的推动，该市场正在快速扩张。电动两轮车（E2W）已成为传统汽油驱动车的可持续且经济高效的替代品，尤其是在交通拥堵日益严重的城市地区。在中国和印度等国家，由于政府补贴、激励措施以及旨在促进绿色出行的项目，电动摩托车和踏板车的普及率正在迅速上升。

政府政策在这一转变中发挥了关键作用，透过提供各种补贴、税收优惠和设立低排放区来鼓励电动车的使用。中国、印度和一些欧洲国家引领了这项转变。长期以来，中国一直是电动车生产和销售的市场领导者，而印度则凭藉积极的电气化目标和优惠政策实现了爆炸性增长。印度的「电动出行」计画等项目以及各种供给侧激励措施显着推动了电动两轮车的普及，从而提高了市场渗透率。

2024年，电动摩托车市场占据了30%的市场份额，预计在2025年至2034年期间的成长率将达到13%。在这一领域，合作正变得越来越普遍，尤其是在传统摩托车製造商之间，因为他们寻求共享资源并降低与研发和供应链挑战相关的成本。这些合作旨在加速电动摩托车的市场准入，同时在不断变化的监管环境中管控风险。

锂离子电池领域在2024年占据了85%的市场份额，并将在2025年至2034年期间以10%的复合年增长率成长。锂离子电池因其能源效率高且重量相对较轻而成为电动滑板车的首选。由于过热和效能下降一直是用户关注的关键问题，供应商正致力于提升这些电池的效能，尤其是在安全性、热管理和电池寿命方面。

2024年，中国电动摩托车和踏板车市场占55%的市场份额，规模达145亿美元。中国的主导地位得益于其大规模生产汽车的能力和先进的电池技术。中国也受惠于高度整合的供应链，这使得价格更具竞争力，本土品牌更容易打入国内和国际市场。雅迪、爱玛和小牛等品牌凭藉其製造能力和高效的生产成本，继续在本土和全球市场保持领先地位。

电动摩托车和踏板车市场的主要参与者包括雅马哈摩托车、英雄摩托车、川崎摩托车、哈雷戴维森、零摩托车、本田摩托车、Energica 摩托车、凯旋摩托车、雅迪和 Ola Electric。为了加强在电动摩托车和踏板车市场的地位，各公司正专注于技术创新、合作伙伴关係和市场多元化。许多公司正在大力投资研发，以提高电池性能、安全性和能源效率。与其他 OEM（原始设备製造商）合作是共享生产平台、降低研发成本和解决供应链问题的常见策略。各公司也在扩大其产品组合，以包括更广泛的电动两轮车，以满足从精打细算的买家到高端消费者等不同客户群的需求。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 供应商格局
  • 利润率分析
  • 成本结构
  • 每个阶段的增值
  • 影响价值链的因素
  • 中断
• 产业衝击力
  • 成长动力
    • 电池技术的进步
    • 降低营运成本
    • 城市交通趋势日益增长
    • 增强技术和连结性
  • 产业陷阱与挑战
    • 有限的续航里程和充电基础设施
    • 初始成本高
  • 市场机会
    • 扩大电池更换网络
    • 再生能源与智慧电网融合
• 成长潜力分析
• 监管格局
  • 全球监管框架的演变与策略影响
  • 区域政策趋同与趋异分析
  • 政府奖励计画和市场刺激策略
  • 环境法规和合规策略要求
• 波特的分析
• PESTEL分析
• 策略技术路线图与创新管道
• 电池技术革命与竞争影响
  • 下一代锂离子优化策略
  • 固态电池商业化时程与市场影响
  • 替代电池技术和战略定位
  • 电池即服务商业模式的演变
• 充电基础设施战略发展
  • 直流快速充电网路扩展策略
  • 电池更换生态系与平台竞争
  • 无线充电技术与市场准备状况
  • 基础设施投资需求与投资报酬率分析
• 电机技术与动力总成创新分析
  • 永磁同步马达技术领先
  • 无刷直流（BLDC）马达成本优化策略
  • 轮毂马达与链条传动的战略定位
  • 马达效率和性能基准测试
• 充电技术标准与基础设施生态系统
  • 直流快速充电标准区域采用分析
  • 专有充电解决方案和市场分散
  • 无线充电技术商业化时程
  • 车辆到电网整合和智慧充电
• 市场策略与分销
  • 市场进入策略比较与最佳实践
  • 配销通路与服务生态系分析
    • 传统经销商网路转型策略
    • 直接面向消费者的销售模式演变
    • 服务网络扩展及能力需求
    • 售后零件供应链
• 风险与策略评估
  • 技术风险评估和策略缓解
    • 电池技术过时风险分析
    • 电机技术发展及投资影响
    • 软体和连接平台风险
    • 製造技术中断评估
  • 专利格局与智慧财产权策略
    • 全球专利申请趋势与技术重点领域
    • 主要专利持有者及智慧财产权集中度分析
    • 依技术领域进行专利诉讼风险评估
    • 交叉许可机会和合作影响
  • 零件供应商生态系统和供应安全
    • 马达及控制器供应商分析
    • 底盘和车架製造生态系统
    • 电子和连接组件供应
    • 供应链风险评估与缓解
• 消费者行为与市场偏好
  • 人口统计资料和目标客户分析
  • 购买决策因素与购买历程
  • 使用模式和移动行为
  • 品牌忠诚度和转换模式
  • 价格敏感度与价值感知分析
• 专利格局
• 价格趋势
  • 按国家
  • 按产品
• 成本細項分析
• 生产统计
  • 进出口
  • 主要进口国家
  • 主要出口国家
• 数位化与永续性融合
  • 数位转型与智慧行动融合
  • 永续发展的必要性与循环经济机会
    • 依车辆类型评估生命週期碳足迹
    • 电池回收和二次利用
    • 製造业永续性和绿色生产
    • 供应链ESG风险评估
  • 可持续性分析
    • 永续实践
    • 减少废弃物的策略
    • 生产中的能源效率
    • 环保倡议
    • 碳足迹考量

第四章：竞争格局

• 介绍
• 公司市占率分析
  • 北美洲
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲
• 竞争威胁评估和市场进入壁垒
• 竞争定位矩阵
• 战略展望矩阵
• 关键进展
  • 併购
  • 伙伴关係与合作
  • 新产品发布
  • 扩张计划和资金

第五章：市场估计与预测：依车型，2021 - 2034 年

• 主要趋势
• 摩托车
  • 巡洋舰
  • 运动
  • 巡迴演出
  • 标准/裸
  • 冒险/双重运动
  • 越野/泥土
• 踏板车
  • 马克西
  • 轻型摩托车式

第六章：市场估计与预测：按电池，2021 - 2034 年

• 主要趋势
• 服务等级协定
• 锂离子
• 其他的

第七章：市场估计与预测：按电压，2021 - 2034 年

• 主要趋势
• 24伏
• 36伏
• 48伏
• 其他的

第八章：市场估计与预测：依技术分类，2021 - 2034 年

• 主要趋势
• 外挂
• 电池

第九章：市场估计与预测：依最终用途，2021 - 2034 年

• 主要趋势
• 个人消费者
• 商业用户

第 10 章：市场估计与预测：按销售管道，2021 年至 2034 年

• 主要趋势
• 在线的
• 离线

第 11 章：市场估计与预测：按地区，2021 年至 2034 年

• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 英国
  • 德国
  • 法国
  • 义大利
  • 西班牙
  • 比利时
  • 荷兰
  • 瑞典
  • 土耳其
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 新加坡
  • 韩国
  • 越南
  • 印尼
• 拉丁美洲
  • 巴西
  • 墨西哥
  • 阿根廷
• MEA
  • 南非
  • 沙乌地阿拉伯
  • 阿联酋

第十二章：公司简介

• 全球参与者
  • BMW Motorrad
  • Energica Motor
  • Gogoro
  • Harley-Davidson (LiveWire)
  • NIU Technologies
  • Yadea
  • Zero Motorcycles
• 区域参与者
  • AIMA Technology
  • Ather Energy
  • Bajaj Auto
  • Hero Motor
  • Honda Motor
  • Jiangsu Xinri E-Vehicle
  • Kawasaki
  • KTM
  • KYMCO
  • Luyuan Electric
  • Ola Electric
  • Peugeot Motorcycles
  • Piaggio
  • TVS
  • Yamaha Motor
• 新兴玩家
  • Arc Motorcycles
  • Cake
  • Damon Motors
  • Dust Moto
  • Juiced Bikes
  • Lightning Motorcycles
  • Matter Motor
  • Onyx Motorbikes
  • Revolt Motors
  • Simple Energy
  • Super73
  • Tork Motors
  • Ultraviolette Automotive
  • Verge Motorcycles
  • Zapp Electric

The Global Electric Motorcycle & Scooters Market was valued at USD 36.4 billion in 2024 and is estimated to grow at a CAGR of 12.1% to reach USD 110.6 billion by 2034. This market is witnessing rapid expansion driven by government policies, substantial infrastructure investments, and the growing demand for eco-friendly transportation options. Electric two-wheelers (E2Ws) have emerged as a sustainable and cost-effective alternative to traditional gasoline-powered vehicles, especially in urban areas with increasing traffic congestion. In countries like China and India, the adoption of electric motorcycles and scooters is rising quickly, aided by government subsidies, incentives, and programs aimed at promoting green mobility.

Government policies have played a key role in this transition by offering various subsidies, tax benefits, and low-emission zones to encourage the use of electric vehicles. Countries such as China, India, and several European nations have led this shift. China has long been the market leader in terms of production and sales, while India has witnessed explosive growth due to aggressive electrification targets and favorable policies. Programs like India's Go Electric initiative and various supply-side incentives have significantly boosted the adoption of electric two-wheelers, leading to greater market penetration.

In 2024, the electric motorcycle segment accounted for 30% share and is expected to see a growth rate of 13% between 2025 and 2034. Collaborative efforts are becoming more common in this segment, especially between traditional motorcycle manufacturers, as they seek to share resources and reduce costs associated with research, development, and supply chain challenges. These collaborations aim to accelerate the market entry of electric motorcycles while managing risks amid an evolving regulatory environment.

The Lithium-ion batteries segment held 85% share in 2024 and will grow at a CAGR of 10% from 2025 to 2034. Lithium-ion batteries are preferred for electric scooters due to their energy efficiency and relatively low weight. Suppliers are focusing on enhancing the performance of these batteries, especially in terms of safety, thermal management, and battery life, as overheating and degradation have been key concerns for users.

China Electric Motorcycle & Scooters Market held 55% share and USD 14.5 billion in 2024. The country's dominance is fueled by its ability to produce vehicles at large scale and its advanced battery technology. China also benefits from a well-integrated supply chain, which enables competitive pricing, making it easier for local brands to penetrate both domestic and international markets. Brands like Yadea, AIMA, and NIU continue to lead in both local and global markets, leveraging their manufacturing capabilities and cost-efficient production.

The key players in the Electric Motorcycle & Scooters Market include Yamaha Motor, Hero Motor, Kawasaki Motors, Harley-Davidson, Zero Motorcycles, Honda Motor, Energica Motor, Triumph Motorcycles, Yadea, and Ola Electric. To strengthen their presence in the electric motorcycle and scooter market, companies are focusing on technological innovation, partnerships, and market diversification. Many firms are investing heavily in R&D to enhance battery performance, safety, and energy efficiency. Collaboration with other OEMs (Original Equipment Manufacturers) is a common strategy to share production platforms, reduce R&D costs, and address supply chain issues. Companies are also expanding their product portfolios to include a wider range of electric two-wheelers, catering to various customer segments, from budget-conscious buyers to high-end consumers.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Research design
  • 1.1.1 Research approach
  • 1.1.2 Data collection methods
• 1.2 Data mining sources
  • 1.2.1 Global
  • 1.2.2 Regional/Country
• 1.3 Base estimates & calculations
  • 1.3.1 Base year calculation
  • 1.3.2 Key trends for market estimation
• 1.4 Forecast model
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
• 1.6 Research assumptions and limitations

Chapter 2 Executive Summary

• 2.1 Industry 360⁰ synopsis
• 2.2 Key market trends
  • 2.2.1 Regional
  • 2.2.2 Vehicle
  • 2.2.3 Battery
  • 2.2.4 Voltage
  • 2.2.5 Technology
  • 2.2.6 End use
  • 2.2.7 Sales Channel
• 2.3 TAM Analysis, 2025-2034
• 2.4 CXO perspectives: Strategic imperatives
  • 2.4.1 Key decision points for industry executives
  • 2.4.2 Critical success factors for market players
• 2.5 Future outlook and strategic recommendations

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Supplier landscape
  • 3.1.2 Profit margin analysis
  • 3.1.3 Cost structure
  • 3.1.4 Value addition at each stage
  • 3.1.5 Factor affecting the value chain
  • 3.1.6 Disruptions
• 3.1 Industry impact forces
  • 3.1.1 Growth drivers
    • 3.1.1.1 Advancements in battery technology
    • 3.1.1.2 Lower operating costs
    • 3.1.1.3 Growing urban mobility trends
    • 3.1.1.4 Increased technology and connectivity
  • 3.1.2 Industry pitfalls & challenges
    • 3.1.2.1 Limited range and charging infrastructure
    • 3.1.2.2 High initial cost
  • 3.1.3 Market opportunities
    • 3.1.3.1 Expansion of battery-swapping networks
    • 3.1.3.2 Integration with renewable energy & smart grid
• 3.2 Growth potential analysis
• 3.3 Regulatory landscape
  • 3.3.1 Global regulatory framework evolution and strategic implications
  • 3.3.2 Regional policy convergence and divergence analysis
  • 3.3.3 Government incentive programs and market stimulation strategies
  • 3.3.4 Environmental regulations and compliance strategic requirements
• 3.4 Porter’s analysis
• 3.5 PESTEL analysis
• 3.6 Strategic technology roadmap and innovation pipeline
• 3.7 Battery technology revolution and competitive implications
  • 3.7.1 Next-generation lithium-ion optimization strategies
  • 3.7.2 Solid-state battery commercialization timeline and market impact
  • 3.7.3 Alternative battery technologies and strategic positioning
  • 3.7.4 Battery-as-a-service business model evolution
• 3.8 Charging infrastructure strategic development
  • 3.8.1 Dc fast charging network expansion strategies
  • 3.8.2 Battery swapping ecosystem and platform competition
  • 3.8.3 Wireless charging technology and market readiness
  • 3.8.4 Infrastructure investment requirements and ROI analysis
• 3.9 Motor technology and powertrain innovation analysis
  • 3.9.1 Permanent magnet synchronous motor technology leadership
  • 3.9.2 Brushless dc (BLDC) motor cost optimization strategies
  • 3.9.3 Hub motor vs. Chain drive strategic positioning
  • 3.9.4 Motor efficiency and performance benchmarking
• 3.10 Charging technology standards and infrastructure ecosystem
  • 3.10.1 Dc fast charging standards regional adoption analysis
  • 3.10.2 Proprietary charging solutions and market fragmentation
  • 3.10.3 Wireless charging technology commercialization timeline
  • 3.10.4 Vehicle-to-grid integration and smart charging
• 3.11 Market Strategy & Distribution
  • 3.11.1 Go-to-market strategy comparison and best practices
  • 3.11.2 Distribution channel and service ecosystem analysis
    • 3.11.2.1 Traditional dealer network transformation strategies
    • 3.11.2.2 Direct-to-consumer sales model evolution
    • 3.11.2.3 Service network expansion and capability requirements
    • 3.11.2.4 Parts and component supply chain for after-sales
• 3.12 Risk & Strategic Assessment
  • 3.12.1 Technology risk assessment and strategic mitigation
    • 3.12.1.1 Battery technology obsolescence risk analysis
    • 3.12.1.2 Motor technology evolution and investment implications
    • 3.12.1.3 Software and connectivity platform risks
    • 3.12.1.4 Manufacturing technology disruption assessment
  • 3.12.2 Patent landscape and intellectual property strategy
    • 3.12.2.1 Global patent filing trends and technology focus areas
    • 3.12.2.2 Key patent holders and IP concentration analysis
    • 3.12.2.3 Patent litigation risk assessment by technology area
    • 3.12.2.4 Cross-licensing opportunities and partnership implications
  • 3.12.3 Component supplier ecosystem and supply security
    • 3.12.3.1 Motor and controller supplier analysis
    • 3.12.3.2 Chassis and frame manufacturing ecosystem
    • 3.12.3.3 Electronics and connectivity component supply
    • 3.12.3.4 Supply chain risk assessment and mitigation
• 3.13 Consumer behavior and market preferences
  • 3.13.1 Demographic profile and target customer analysis
  • 3.13.2 Purchase decision factors and buying journey
  • 3.13.3 Usage patterns and mobility behavior
  • 3.13.4 Brand loyalty and switching patterns
  • 3.13.5 Price sensitivity and value perception analysis
• 3.14 Patent landscape
• 3.15 Price trend
  • 3.15.1 By country
  • 3.15.2 By product
• 3.16 Cost breakdown analysis
• 3.17 Production statistics
  • 3.17.1 Import and export
  • 3.17.2 Major import countries
  • 3.17.3 Major export countries
• 3.18 Digital & Sustainability Integration
  • 3.18.1 Digital transformation and smart mobility integration
  • 3.18.2 Sustainability imperatives and circular economy opportunities
    • 3.18.2.1 Lifecycle carbon footprint assessment by vehicle type
    • 3.18.2.2 Battery recycling and second-life applications
    • 3.18.2.3 Manufacturing sustainability and green production
    • 3.18.2.4 Supply chain ESG risk assessment
  • 3.18.3 Sustainability analysis
    • 3.18.3.1 Sustainable practices
    • 3.18.3.2 Waste reduction strategies
    • 3.18.3.3 Energy efficiency in production
    • 3.18.3.4 Eco-friendly initiatives
    • 3.18.3.5 Carbon footprint considerations

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
  • 4.2.1 North America
  • 4.2.2 Europe
  • 4.2.3 Asia Pacific
  • 4.2.4 Latin America
  • 4.2.5 Middle East & Africa
• 4.3 Competitive threats assessment and market entry barriers
• 4.4 Competitive positioning matrix
• 4.5 Strategic outlook matrix
• 4.6 Key developments
  • 4.6.1 Mergers & acquisitions
  • 4.6.2 Partnerships & collaborations
  • 4.6.3 New Product Launches
  • 4.6.4 Expansion Plans and funding

Chapter 5 Market Estimates & Forecast, By Vehicle, 2021 - 2034 ($Bn, Units)

• 5.1 Key trends
• 5.2 Motorcycle
  • 5.2.1 Cruiser
  • 5.2.2 Sport
  • 5.2.3 Touring
  • 5.2.4 Standard/Naked
  • 5.2.5 Adventure/Dual-Sport
  • 5.2.6 Off-Road/Dirt
• 5.3 Scooters
  • 5.3.1 Maxi
  • 5.3.2 Moped-Style

Chapter 6 Market Estimates & Forecast, By Battery, 2021 - 2034 ($Bn, Units)

• 6.1 Key trends
• 6.2 SLA
• 6.3 Li-ion
• 6.4 Others

Chapter 7 Market Estimates & Forecast, By Voltage, 2021 - 2034 ($Bn, Units)

• 7.1 Key trends
• 7.2 24V
• 7.3 36V
• 7.4 48V
• 7.5 Others

Chapter 8 Market Estimates & Forecast, By Technology, 2021 - 2034 ($Bn, Units)

• 8.1 Key trends
• 8.2 Plug-In
• 8.3 Battery

Chapter 9 Market Estimates & Forecast, By End Use, 2021 - 2034 ($Bn, Units)

• 9.1 Key trends
• 9.2 Individual consumers
• 9.3 Commercial users

Chapter 10 Market Estimates & Forecast, By Sales Channel, 2021 - 2034 ($Bn, Units)

• 10.1 Key trends
• 10.2 Online
• 10.3 Offline

Chapter 11 Market Estimates & Forecast, By Region, 2021 - 2034 ($Bn, Units)

• 11.1 North America
  • 11.1.1 US
  • 11.1.2 Canada
• 11.2 Europe
  • 11.2.1 UK
  • 11.2.2 Germany
  • 11.2.3 France
  • 11.2.4 Italy
  • 11.2.5 Spain
  • 11.2.6 Belgium
  • 11.2.7 Netherlands
  • 11.2.8 Sweden
  • 11.2.9 Turkiye
• 11.3 Asia Pacific
  • 11.3.1 China
  • 11.3.2 India
  • 11.3.3 Japan
  • 11.3.4 Australia
  • 11.3.5 Singapore
  • 11.3.6 South Korea
  • 11.3.7 Vietnam
  • 11.3.8 Indonesia
• 11.4 Latin America
  • 11.4.1 Brazil
  • 11.4.2 Mexico
  • 11.4.3 Argentina
• 11.5 MEA
  • 11.5.1 South Africa
  • 11.5.2 Saudi Arabia
  • 11.5.3 UAE

Chapter 12 Company Profiles

• 12.1 Global Players
  • 12.1.1 BMW Motorrad
  • 12.1.2 Energica Motor
  • 12.1.3 Gogoro
  • 12.1.4 Harley-Davidson (LiveWire)
  • 12.1.5 NIU Technologies
  • 12.1.6 Yadea
  • 12.1.7 Zero Motorcycles
• 12.2 Regional Players
  • 12.2.1 AIMA Technology
  • 12.2.2 Ather Energy
  • 12.2.3 Bajaj Auto
  • 12.2.4 Hero Motor
  • 12.2.5 Honda Motor
  • 12.2.6 Jiangsu Xinri E-Vehicle
  • 12.2.7 Kawasaki
  • 12.2.8 KTM
  • 12.2.9 KYMCO
  • 12.2.10 Luyuan Electric
  • 12.2.11 Ola Electric
  • 12.2.12 Peugeot Motorcycles
  • 12.2.13 Piaggio
  • 12.2.14 TVS
  • 12.2.15 Yamaha Motor
• 12.3 Emerging Players
  • 12.3.1 Arc Motorcycles
  • 12.3.2 Cake
  • 12.3.3 Damon Motors
  • 12.3.4 Dust Moto
  • 12.3.5 Juiced Bikes
  • 12.3.6 Lightning Motorcycles
  • 12.3.7 Matter Motor
  • 12.3.8 Onyx Motorbikes
  • 12.3.9 Revolt Motors
  • 12.3.10 Simple Energy
  • 12.3.11 Super73
  • 12.3.12 Tork Motors
  • 12.3.13 Ultraviolette Automotive
  • 12.3.14 Verge Motorcycles
  • 12.3.15 Zapp Electric